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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-05-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Conshohocken | PA | 05/2026 | Present |
| Citizens Securities, Inc. | Conshohocken | PA | 05/2026 | Present |
| Rockefeller Capital Management | Philadelphia | PA | 09/2019 | 05/2026 |
| Rockefeller Financial Llc | Philadelphia | PA | 09/2022 | 05/2026 |
| Zeke Capital Advisors | Berwyn | PA | 10/2015 | 09/2019 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-04-03 |
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